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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,854 | $87,106+19.2% | $105,607-1.7% | $80,935+28.3% |
| Participation rate | 34.8% | 70.4%-35.7pp | 75.3%-40.5pp | 67.7%-32.9pp |
| Annual return | 8.92% | 17.01%-8.1pp | 116.11%-107.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $5,592 | $2,396+133.4% | $3,167+76.6% | $2,757+102.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,662 | $8,447+2.5% | $10,958-21.0% | $6,924+25.1% |